Job highlights
Identified by Google from the original job post
Qualifications
5+ experience in financial services working in a similar type of environment (private-banking, client services, investment adviser or related role)
Bachelor's degree in Business, Finance, Accounting or related field
Proficient with MS Office
Bilingual - English & Spanish
Strong knowledge of investment and financial planning
Responsibilities
We are seeking an Associate Portfolio Manager to support the Portfolio Managers in all Investment and Administrative processes
Support PM's in all administrative tasks to provide white-glove service to clients
Assist in preparing investments plans for individual client portfolios based on client financials
Assist the PM in monitoring the trade executions and monitor ongoing trade pipeline
Support the PM with internal and external communications
Support with client services, research and operations maximizing leverage to PM's time management
Job description
We are seeking an Associate Portfolio Manager to support the Portfolio Managers in all Investment and Administrative processes. You will be responsible for the following responsibilities:
• Support PM's in all administrative tasks to provide white-glove service to clients
• Assist in preparing investments plans for individual client portfolios based on client financials
• Assist the PM in monitoring the trade executions and monitor ongoing trade pipeline
• Support the PM with internal and external communications
• Support with client services, research and operations maximizing leverage to PM's time management

Requirements
• 5+ experience in financial services working in a similar type of environment (private-banking, client services, investment adviser or related role)
• Bachelor's degree in Business, Finance, Accounting or related field
• Proficient with MS Office
• Bilingual - English & Spanish
• Strong knowledge of investment and financial planning